+62,999.7%
SMTC vs AME
+18,709.1%
+44,290.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.5% | +7.7% | +8.3% |
| 7D | +12.7% | +0.6% | +12.1% | +12.4% |
| 30D | +22.0% | -6.7% | +28.7% | +27.5% |
| 3M | -12.7% | +4.1% | -16.7% | -13.5% |
| 6M | +64.8% | +1.6% | +63.2% | +66.4% |
| YTD | +100.7% | +16.1% | +84.5% | +88.0% |
| 1Y | +146.9% | +27.3% | +119.6% | +119.1% |
| 3Y | +456.8% | +50.9% | +406.0% | +354.3% |
| 5Y | +89.2% | +81.4% | +7.9% | +40.9% |
| 10Y | +426.9% | +417.0% | +9.9% | +133.9% |
| All | +62,999.7% | +18,709.1% | +44,290.6% | +6,678.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AME wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling